Plan Ledger DOL Form 5500 · updated monthly

White Oak Credit Services LLCbenefits

White Oak Credit Services LLC · SAN FRANCISCO, CA · plan year 2023

Broker compensation reported · 2023
$241,200

White Oak Credit Services LLC's benefits plan covered 250 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $241,200 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $965 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 20233
CALIFORNIA PHYSICIANS SERVICE · health drug ppopremiums n/a · 415 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental visionpremiums n/a · 376 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · life ltdpremiums n/a · 232 covered
Brokers & agents paid · 20231
GALLAGHER BENEFIT SERVICES, INC.$241,200 · incl $202,141 fees
Also brokered by Gallagher5
Prisma Health SC$6,161,180

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 825491248 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.